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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$65.17 +0.16 (+0.25%)
As of 09:46 AM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Current
Institutional Ownership
Percentage
43.07%
Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$151.01M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Fagan Associates Inc.53,807$3.52M0.5%+5.6%0.094%
8/7/2025Weil Company Inc.146,126$9.57M2.5%+128.7%0.257%
8/7/2025Nwam LLC4,541$301K0.0%-15.4%0.008%
8/7/2025Americana Partners LLC537,843$35.23M1.2%+1.2%0.944%
8/6/2025 Prospera Financial Services Inc4,682$307K0.0%+31.5%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.1,155,023$75.65M1.1%+115.4%2.028%
8/6/2025 Mascagni Wealth Management Inc.24,676$1.62M1.4%-15.0%0.043%
8/6/2025 Commonwealth Equity Services LLC1,025,317$67.16M0.1%+6.1%1.800%
8/6/2025 Convergence Financial LLC330,056$21.62M3.7%+5.6%0.580%
8/5/2025 BCGM Wealth Management LLC149,549$9.80M2.8%+10.4%0.263%
8/5/2025 Bank of Montreal Can737$48K0.0%+211.0%0.001%
8/5/2025 5T Wealth LLC43,752$2.87M1.4%-11.0%0.077%
8/4/2025 IFG Advisory LLC15,048$986K0.0%+20.5%0.026%
8/4/2025 Atria Investments Inc41,973$2.75M0.0%+36.5%0.074%
8/4/2025 Arkadios Wealth Advisors48,031$3.15M0.1%+47.2%0.084%
8/4/2025 Daymark Wealth Partners LLC348,530$22.83M0.9%-4.9%0.612%
8/4/2025 WNY Asset Management LLC399,217$26.15M2.9%-8.8%0.701%
8/1/2025 GGM Financials LLC84,736$5.55M1.1%-0.3%0.149%
8/1/2025 Envestnet Asset Management Inc.1,203,193$78.81M0.0%+1.1%2.113%
7/31/2025 MN Wealth Advisors LLC119,706$7.84M4.6%-3.2%0.210%
7/31/2025 FSM Wealth Advisors LLC425,087$28.15M4.6%+15.3%0.746%
7/31/2025 Gill Capital Partners LLC129,507$8.48M2.7%+14.6%0.227%
7/30/2025 D.A. Davidson & CO.27,113$1.78M0.0%-19.0%0.048%
7/30/2025 LGT Financial Advisors LLC949$62K0.2%-15.9%0.002%
7/30/2025 WBH Advisory Inc.20,812$1.36M0.1%N/A0.037%
7/29/2025 Independence Asset Advisors LLC8,404$550K0.3%+78.8%0.015%
7/29/2025 Signature Estate & Investment Advisors LLC8,813$577K0.0%N/A0.015%
7/29/2025 Quotient Wealth Partners LLC24,223$1.59M0.0%+16.9%0.043%
7/29/2025 Private Trust Co. NA12,663$829K0.1%+274.6%0.022%
7/28/2025 WealthPlan Investment Management LLC21,463$1.41M0.1%N/A0.038%
7/28/2025 Mutual Advisors LLC10,371$695K0.0%-5.5%0.018%
7/28/2025 Harbour Investments Inc.65,427$4.29M0.1%+4.2%0.115%
7/28/2025 Arlington Financial Advisors LLC334,644$21.92M3.6%+7.5%0.588%
7/28/2025 Sagespring Wealth Partners LLC3,069,729$201.07M1.8%+9.5%5.390%
7/28/2025 Axxcess Wealth Management LLC4,332$284K0.0%N/A0.008%
7/25/2025 Northwest Capital Management Inc8,331$546K0.3%-41.1%0.015%
7/25/2025 Priebe Wealth Holdings LLC32,577$2.13M1.8%-5.6%0.057%
7/25/2025 Atria Wealth Solutions Inc.29,469$1.93M0.0%-11.5%0.052%
7/25/2025 M.E. Allison & CO. Inc.10,365$679K0.5%-1.4%0.018%
7/25/2025 MGO One Seven LLC22,956$1.50M0.0%N/A0.040%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
7/25/2025 Bill Few Associates Inc.6,949$455K0.1%N/A0.012%
7/25/2025 LRI Investments LLC21,350$1.40M0.1%+16.3%0.037%
7/25/2025 Commonwealth Financial Services LLC112,198$7.35M1.4%+8.7%0.197%
7/25/2025 CWM LLC294,055$19.26M0.1%+91.7%0.516%
7/25/2025 Concurrent Investment Advisors LLC35,495$2.33M0.0%+534.2%0.062%
7/25/2025 Apollon Wealth Management LLC3,100$203K0.0%N/A0.005%
7/24/2025 Financial Connections Group Inc.7,437$487K0.2%-28.4%0.013%
7/24/2025 Cyndeo Wealth Partners LLC44,708$2.93M0.2%-1.7%0.079%
7/24/2025 3Chopt Investment Partners LLC21,818$1.43M0.3%-30.8%0.038%
7/24/2025 IFP Advisors Inc18,664$1.22M0.0%+74.8%0.033%
7/23/2025 Clear Creek Financial Management LLC13,369$876K0.1%+2.2%0.023%
7/23/2025 Ignite Planners LLC9,311$617K0.1%+11.3%0.016%
7/23/2025 Country Club Bank35,173$2.30M0.1%+8.3%0.062%
7/23/2025 Litman Gregory Wealth Management LLC11,385$746K0.1%-12.4%0.020%
7/22/2025 Belpointe Asset Management LLC9,197$602K0.0%+6.9%0.016%
7/22/2025 PUREfi Wealth LLC11,696$766K0.6%+75.3%0.021%
7/22/2025 DAVENPORT & Co LLC88,564$5.80M0.0%+6.8%0.156%
7/22/2025 Gemmer Asset Management LLC81,380$5.33M0.5%+3.1%0.143%
7/22/2025 Sutton Place Investors LLC12,635$828K0.5%-4.1%0.022%
7/22/2025 Firethorn Wealth Partners LLC7,871$516K0.2%+9.5%0.014%
7/21/2025 Ascent Group LLC21,450$1.41M0.1%+4.7%0.038%
7/21/2025 Ameritas Advisory Services LLC735$48K0.0%N/A0.001%
7/21/2025 Triad Wealth Partners LLC33,467$2.19M0.4%+71.3%0.059%
7/17/2025 Alliance Wealth Advisors LLC7,852$514K0.3%-12.3%0.014%
7/17/2025 Janney Montgomery Scott LLC1,477,592$96.78M0.3%+0.0%2.605%
7/17/2025 Worth Financial Advisory Group LLC9,465$620K0.4%+6.0%0.017%
7/17/2025 Avior Wealth Management LLC1,061,689$69.54M2.4%+4.7%1.872%
7/16/2025 ORG Partners LLC17,585$1.17M0.2%N/A0.031%
7/16/2025 Beaumont Financial Advisors LLC16,606$1.09M0.1%-0.9%0.029%
7/16/2025 Blue Oak Capital LLC38,569$2.53M1.3%-2.2%0.068%
7/16/2025 Steph & Co.732,726$47.99M15.6%+1.3%1.292%
7/16/2025 Perigon Wealth Management LLC60,011$3.93M0.1%+12.5%0.106%
7/15/2025 Avaii Wealth Management LLC6,214$407K0.2%-50.2%0.011%
7/15/2025 Centerline Wealth Advisors LLC127,225$8.33M4.1%N/A0.224%
7/15/2025 Boyce & Associates Wealth Consulting Inc.5,122$336K0.3%N/A0.009%
7/14/2025 AdvisorNet Financial Inc6,713$440K0.0%+10.2%0.012%
7/14/2025 CRA Financial Services LLC4,061$266K0.0%+21.7%0.007%
7/14/2025 Strategic Planning Group LLC26,010$1.70M0.3%-11.6%0.046%
7/11/2025 Orrstown Financial Services Inc.639,323$41.88M8.8%+5.5%1.136%
7/11/2025 First PREMIER Bank4,718$309K0.1%N/A0.008%
7/11/2025 Farther Finance Advisors LLC9,923$650K0.0%-8.5%0.018%
7/11/2025 Silver Oak Securities Incorporated17,971$1.18M0.1%-1.7%0.032%
7/11/2025 CMH Wealth Management LLC42,995$2.82M0.7%-1.9%0.076%
7/11/2025 Pinnacle Bancorp Inc.1,288$84K0.0%+119.0%0.002%
7/11/2025 SeaCrest Wealth Management LLC6,175$404K0.0%+17.3%0.011%
7/10/2025 Triangle Securities Wealth Management240,257$15.74M3.9%+1.0%0.427%
7/10/2025 Exchange Traded Concepts LLC119,988$7.86M0.1%+24.5%0.213%
7/10/2025 Wealth Enhancement Advisory Services LLC30,535$2.04M0.0%+5.0%0.054%
7/10/2025 Atticus Wealth Management LLC2,207$145K0.0%N/A0.004%
7/9/2025 MassMutual Private Wealth & Trust FSB25,229$1.65M0.0%-8.9%0.045%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
7/8/2025 Prism Advisors Inc.221,610$14.52M4.1%-5.0%0.394%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.25,877$1.70M0.2%+1,921.6%0.046%
7/2/2025 Crumly & Associates Inc.40,571$2.66M0.6%-41.9%0.072%
7/1/2025 Harbor Investment Advisory LLC5,816$381K0.0%+11.6%0.010%
6/6/2025 Blue Oak Capital LLC39,437$2.51M1.4%-12.1%0.073%
5/21/2025Geneos Wealth Management Inc.2,950$187K0.0%+13.7%0.006%
5/20/2025 Belpointe Asset Management LLC8,603$547K0.0%N/A0.016%
5/20/2025Focus Partners Wealth361,064$22.94M0.1%+11.5%0.681%
5/19/2025Jane Street Group LLC54,295$3.45M0.0%-18.2%0.102%
5/16/2025 Ascent Group LLC20,492$1.30M0.1%+39.6%0.039%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 220 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($853.39M), LPL Financial LLC ($246.40M), Sagespring Wealth Partners LLC ($201.07M), Dynasty Wealth Management LLC ($196.70M), Ameriprise Financial Inc. ($137.41M), Janney Montgomery Scott LLC ($96.78M), and Envestnet Asset Management Inc. ($78.81M).Learn more on JPMorgan Active Value ETF's institutional investors.

What percentage of JPMorgan Active Value ETF's stock is owned by institutional investors?

43.07% of JPMorgan Active Value ETF's stock is owned by institutional investors. Learn more on JAVA's institutional investor holdings.

Which institutional investors have been buying JPMorgan Active Value ETF's stock?

Of the 212 institutional investors that purchased JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($12.72M), Dynasty Wealth Management LLC ($3.10M), Sagespring Wealth Partners LLC ($3.07M), LPL Financial LLC ($2.20M), Raymond James Financial Inc. ($1.43M), Envestnet Asset Management Inc. ($1.10M), and Cetera Investment Advisers ($1.02M).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 34,013,273 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Which of JPMorgan Active Value ETF's major shareholders have been selling company stock?

Of the 63 institutional investors that sold JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($922.59K), Crumly & Associates Inc. ($220.69K), Ritter Daniher Financial Advisory LLC DE ($205.34K), Strategic Planning Group LLC ($170.58K), Jones Financial Companies Lllp ($166.36K), Avaii Wealth Management LLC ($161.61K), and Daymark Wealth Partners LLC ($66.94K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 2,376,921 shares in the last 24 months. This volume of shares sold represents approximately $151.01M in transactions.



This page (NYSEARCA:JAVA) was last updated on 8/8/2025 by MarketBeat.com Staff
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